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Anchor Investment Management’s Evertec EVTC Stock Holding History

Anchor Investment Management’s Portfolio EVTC Stock Details EVTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-69
Closed -$2.34K – 1035
2024
Q3 		$2.34K Buy
+69
New +$2.3K ﹤0.01% 930
2019
Q1 		– Sell
-1,500
Closed -$43K – 794
2018
Q4 		$43K Hold
1,500
– – 0.01% 459
2018
Q3 		$36.1K Sell
1,500
-5,000
-77% -$119K 0.01% 514
2018
Q2 		$142K Buy
6,500
+1,500
+30% +$30.5K 0.04% 349
2018
Q1 		$81.8K Buy
+5,000
New +$78.6K 0.02% 418

Other funds holding EVTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Investment Management's EVTC Position: Q4 2024 in Review

Anchor Investment Management sold out of Evertec (EVTC) in Q4 2024, closing a stake of 69 shares — an estimated $2.34K sold.

Anchor Investment Management first reported a position in EVTC in Q1 2018 and held it in 5 quarters. The position peaked at $142K in Q2 2018. 246 funds tracked by Wall St. Rank hold EVTC as of Q4 2024.

  • Anchor Investment Management reported no remaining Evertec position as of Q4 2024 after selling out during the quarter.
  • Anchor Investment Management sold 69 Evertec shares in Q4 2024, an estimated $2.34K.
  • Anchor Investment Management first reported a position in Evertec in Q1 2018 and held it in 5 quarters.
  • Anchor Investment Management's Evertec position peaked at $142K in Q2 2018.
  • 246 funds tracked by Wall St. Rank held Evertec as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.